OPS
PEJ icon

Orion Portfolio Solutions’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Orion Portfolio Solutions’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-135
Closed -$4K – 1571
2020
Q2 		$4K Buy
+135
New +$3.74K ﹤0.01% 1572

Other funds holding PEJ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Orion Portfolio Solutions's PEJ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q3 2020, closing a stake of 135 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in PEJ in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 58 funds tracked by Wall St. Rank hold PEJ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Leisure and Entertainment ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 135 Invesco Leisure and Entertainment ETF shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Invesco Leisure and Entertainment ETF in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Invesco Leisure and Entertainment ETF position peaked at $4K in Q2 2020.
  • 58 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.